See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,456 | $106,890+7.1% | $84,015+36.2% | $152,861-25.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 21.06% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,674 | $2,734-38.8% | $1,983-15.6% | $4,762-64.8% |
| Participant deferral / active EE | $4,797 | $4,011+19.6% | $3,239+48.1% | $5,850-18.0% |
| Admin fee / account holder | $104 | $8,285-98.7% | $6,101-98.3% | $11,596-99.1% |